Outsourced Chief Technology Officer services for smaller growth-focused wealth management firms.
Our team of former wealth executives have successfully led and delivered innovation projects for prominent small, midsize and large RIA, wealth, and family office firms.
Have you outgrown your legacy thinking and want to participate in the more automated and digital future of wealth management?
We designed OCTO™ to enable smaller and ambitious firms access to technology expertise and oversight on a fractional time-costed basis.
We deliver intellectual and advisory-based research on technology and business issues impacting the RIA, wealth, bank/trust and family office industries.